Leju Robot
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- Unitree rebounds above 700 yuan as embodied AI faces a commercial test
Unitree Robotics’ shares rose more than 10% intraday on October 28 and returned above 700 yuan after the company reported first-nine-month revenue of 1.817 billion yuan, up 55.71% year over year. Net profit attributable to shareholders rose 270.54% to 387 million yuan, but recurring profit fell 18.78% to 349 million yuan after excluding non-recurring items, while R&D spending climbed 191.48% to 263 million yuan. TMTPost’s analysis says Unitree’s rebound and expanding deployments indicate some industry recovery, although IPO slowdowns, higher venture-capital thresholds, declining rental prices, production costs and unproven generalization still prevent the sector from establishing a mature commercial model.
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